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TRAINING NEEDS ANALYSIS WORKSHEET INSTRUCTIONS

Who uses this worksheet:

Users of this worksheet include:
• Internal and external training consultants
• Training and Learning Managers
• Training Co-ordinators
• Trainers
• Instructional Designers

Users may be working in:

• public education institution undertaking vocational training
• private organization training employees in specific skills
• consulting organization supplying consulting services to third parties

When to use this worksheet:

Use this worksheet when:
• undertaking a Training Needs Analysis as a precursor to design of a training program
• there is a need to interview managers, program sponsors and employees as a means
of analyzing training needs

How to use this worksheet:

1. Decide who you will interview as part of your analysis
2. Tailor the questions on the worksheet for your specific organization and your specific project
3. Print out a copy of this worksheet prior to conducting an interview (set paper size to your own
media, e.g. Letter or A4)
4. Review the questions and guidance notes to ensure that you understand their meaning and
are comfortable with them
5. During the interview, write the answers to the questions on the worksheet
6. Following the interview, formally write up the responses to the questions
7. Use the answers to the questions in conjunction with your other data collection results to write
up your analysis results
8. Store the completed worksheets in a safe and confidential place in case you need to go back
to them as the training project progresses
1. TRAINING NEEDS ANALYSIS CONTEXT WORKSHEET

Project: [What is the name of this training project? Enter prior to interview.]

Project Sponsor: [Who is the training project sponsor? This is the senior person in the
organization responsible for project success and may be funding the
project. Enter prior to interview.]

Date Initiated: [What is the date that the training request was first received? Enter prior
to interview.]

Lead Training Contact: [Who is the primary person responsible for planning this training project?
Enter prior to interview.]

LE
Reason for Request:
• Critical Incident [How did this training request come about? What prompted this
• Performance Appraisals request?]
• Customer Complaints
• Internal/External Audit
• New Project/Role
• New Hires
P
Participant Roles: [What current job roles do the prospective training participants hold?]
M
Organizational [What are the final outcomes that the organization/organizational unit
Objectives: plans to achieve with this training? For example, reduced defects,
increased sales, improved market share. State the objectives in
measurable terms.]
A

Training Program [What are the objectives of the training program itself? For example, high
S

Objectives: attendance ratio, marked improvement in participant skills, favorable

participant feedback. State the objectives in measurable terms.]

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TrainingNeedsAnalysisWorksheetSample.pdf Page 2 of 6
2. TARGET POPULATION WORKSHEET

No. of Participants: [How many people require training in total?]

Location: [For the people that require training, what are their work locations?
How many people at each location require training?]

Department: [For the people that require training, to which departments/organizational

units do they belong?
How many people in each department/organizational unit require
training?]

LE
Education [What is the prior education and work experience of the prospective
/Experience: participants?]

Background: [What is the background of the prospective participants? For example,

length of tenure, familiarity with other prospective participants, variety of
roles.]
P
Current Job [To what extent are the prospective participants familiar with and skilled
Experience: in the proposed subject of the training?]
M
Current Performance [What is the current performance baseline? For example, 5 defects per
vs Expected 1,000 items, 10% market share.
Performance: What is the desired performance level? For example, 1 defect per 1,000
items, 20% market share.]
A

Language/Cultural [What potential language and cultural challenges may the prospective
Differences: participants experience before, during and after the training that will need
to be factored into the training design and delivery?]
S

Anticipated Attitudes: [How favorably will the prospective participants view the training and
expected performance outcomes? For example, hostile, apathetic,
enthusiastic.]

Purchase our Training Management Template Pack to

see all of the training needs analysis worksheet items.

© 2003-2011 Business Performance Pty Ltd www.businessperform.com

TrainingNeedsAnalysisWorksheetSample.pdf Page 3 of 6
For the complete and customizable version of this worksheet, check out our popular
Training Management Template Pack. This worksheet is simply one of a
comprehensive set of form templates and guides included within the Template Pack.

Our Training Management Template Pack helps

you manage training through all phases of your
training administration and evaluation cycle. Rely on
the experts to have you presenting a professionally
presented and complete report, form or analysis in
no time. The pack includes a comprehensive User
Guide, instructions for each template and BONUS
tool for diagnosing employee performance
problems.

The templates and guides included in the pack are:

Before Training
1. Employee Performance Diagnostic Tool
2. Training and Development Plan Form
3. Training Needs Analysis Worksheet
4. Training Needs Analysis Spreadsheet
5. Vendor Enquiry Form
6. Vendor Selection Matrix
7. Learning Outcomes Template
8. Training Session Plan Template
9. Training Course Information Sheet
10. Training Registration Form
11. Training Schedule Spreadsheet
During Training
12. Training Course Setup Checklist
13. Training Attendance Form – Single
14. Training Attendance Form – Multi
15. Personal Action Plan Form
16. Skill Assessment Form – Individual
17. Skill Assessment Form – Group
18. Trainer Effectiveness Rating Form
After Training
19. Certificate of Completion
20. Training Participant Feedback Form
21. Training Participant Feedback Spreadsheet
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Corporate Trainer
“As a training manager, I found the
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BMR consulting
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friendly and adaptable.”
Rayla Smoot
Kia Motors Manufacturing Georgia

Find out more and download the Training Management Template Pack from
www.businessperform.com/training-management-pack

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